{"id":17051,"date":"2022-11-10T18:58:54","date_gmt":"2022-11-10T23:58:54","guid":{"rendered":"https:\/\/certek.com\/kb4\/?p=17051"},"modified":"2023-06-14T15:35:44","modified_gmt":"2023-06-14T19:35:44","slug":"daily-tender-summary-report","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/daily-tender-summary-report\/","title":{"rendered":"Daily Tender Summary Report"},"content":{"rendered":"\n<p>To see a list of every payment type used within a certain date range, consider running the &#8220;<strong>Daily Tender Summary Report<\/strong>.&#8221; Here, Artisan lists if the sale was paid by cash, check, AMEX, Visa,\u00a0 Discover, Debit, or other credit card type. Store credits, gift cards, and A\/R are recorded as well.<\/p>\n<hr \/>\n<h3>Accessing the Report<\/h3>\n<p>Select &#8220;<strong>Reports<\/strong>,&#8221; &#8220;<strong>Sales Reports<\/strong>,&#8221; and &#8220;<strong>Daily Tender Summary Report<\/strong>&#8221; from the toolbar.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h46_42.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-17583 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h46_42.png\" alt=\"\" width=\"552\" height=\"328\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h46_42.png 552w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h46_42-300x178.png 300w\" sizes=\"auto, (max-width: 552px) 100vw, 552px\" \/><\/a><\/p>\n<p>Or, from the &#8220;<strong>Main Menu<\/strong>,&#8221; select &#8220;<strong>Reports<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h47_13.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17584 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h47_13.png\" alt=\"\" width=\"774\" height=\"503\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h47_13.png 1019w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h47_13-300x195.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h47_13-768x499.png 768w\" sizes=\"auto, (max-width: 774px) 100vw, 774px\" \/><\/a><\/p>\n<p>Choose &#8220;<strong>Sales Reports<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h47_41.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17585 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h47_41.png\" alt=\"\" width=\"816\" height=\"534\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h47_41.png 1018w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h47_41-300x196.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h47_41-768x502.png 768w\" sizes=\"auto, (max-width: 816px) 100vw, 816px\" \/><\/a><\/p>\n<p>Select &#8220;<strong>Daily Tender Summary Report<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h48_05.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17587\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h48_05.png\" alt=\"\" width=\"1019\" height=\"665\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h48_05.png 1019w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h48_05-300x196.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h48_05-768x501.png 768w\" sizes=\"auto, (max-width: 1019px) 100vw, 1019px\" \/><\/a><\/p>\n<hr \/>\n<h3>Report Fields<\/h3>\n<p>Select a start and end date for this report. Only sales made between these dates will appear (ex. October 1, 2022 &#8211; November 30, 2022). Unposted sales will appear as well.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h49_45.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17589\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h49_45.png\" alt=\"\" width=\"765\" height=\"211\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h49_45.png 765w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h49_45-300x83.png 300w\" sizes=\"auto, (max-width: 765px) 100vw, 765px\" \/><\/a><\/p>\n<hr \/>\n<h3>Report Example<\/h3>\n<p>Here, we can see each deposit amount clearly sorted in the column it was accepted into Artisan as, including the date it occurred.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h50_58.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17590\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h50_58.png\" alt=\"\" width=\"1506\" height=\"869\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h50_58.png 1506w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h50_58-300x173.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h50_58-1024x591.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2022-12-09_11h50_58-768x443.png 768w\" sizes=\"auto, (max-width: 1506px) 100vw, 1506px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>To see a list of every payment type used within a certain date range, consider running the &#8220;Daily Tender Summary Report.&#8221; Here, Artisan lists if the sale was paid by cash, check, AMEX, Visa,\u00a0 Discover, Debit, or other credit card type. Store credits, gift cards, and A\/R are recorded as&#8230;<\/p>\n","protected":false},"author":17,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[333],"ht-kb-tag":[],"class_list":["post-17051","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-sales-reports"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/17051","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=17051"}],"version-history":[{"count":5,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/17051\/revisions"}],"predecessor-version":[{"id":17591,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/17051\/revisions\/17591"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=17051"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=17051"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=17051"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}